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Bookkeeping & Payroll by Design
Bookkeeping & Payroll by Design

Bookkeeping & Payroll by Design

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Offers remote services
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Introduction: B P by Design has 18+ years experience in bookkeeping and payroll services from restaurants and catering, to farming and cattle inventory, from property management to construction, and everything in between. Specializing in what you need to run your business smoothly, whether it be only bank reconciliations, payroll, Sales tax, A/P or A/R or setting up your full set of books and clean - ups too! Experience in Quickbooks and BrokerWOLF. It's all by design for your business! I am a self starter with multiple clients, who takes on the occasional shoebox. My passion is to get the client set-up to move forward with a clean binder to take to their accountant at tax time.
Overview

Hired 10 times

Serves Santa Maria, CA

Background checked

23 years in business

Reviews

Customers rated this pro highly for work quality, responsiveness, and value.

Exceptional 5.0

8 reviews

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Read reviews that mention:


Allyson L.

Payroll Services

It’s been fantastic working with Charlene. She had her work cut out for her and has been so on top of everything and so helpful! All of us are happy that I found her!
Apr 4, 2020
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Verified
Veronica D.

Charlene Sousa was extremely helpful as our business transitoned from a partnership to a sole proprietorship, assisting us in obtaining new state and federal ID numbers, opening bank accounts, and running payroll and reports. She is very conscientious and detail oriented. I highly recommend her!
Aug 24, 2016
Lory Y.

Payroll Services

Charlene Sousa provides payroll services for my husband's chiropractic practice - a single employee. Her timely turnaround time, expeditious response to queries, and reasonable rates are part of payroll package that I highly recommend.
Apr 30, 2017
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Verified
David H.

Payroll Services

Knowledgeable, fast, and nice to talk to. Charlene put my mind at ease and got the ball rolling on a project I have been putting off. You can trust this lady to listen, and understand your unique circumstances.
Feb 15, 2017
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Verified
Simeon G.

Accounting

B&P By Design provided me with payroll services. Charlene was very responsive, helpful and knowledgeable. I was delighted with the service I received.
Dec 31, 2016
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Verified
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Charlene Sousa

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Monthly Reconciliation & Reporting • What it includes:  Posting your transactions to industry-specific categories  Reconciling your transactions with your bank statements  Sending you and/or your CPA monthly financial reports • How it works:  Each month you send us your bank statements  We post and reconcile your bank transactions  We email you month-end financial reports. It’s that easy! • What it costs: Plan Transactions* Bank Accounts Monthly Rate Economy 75 2 $99 Enhanced 100 3 $149 Elite 125 4 $199 Enterprise 150 5 $249 *Transactions are determined by taking a total monthly average of all transactions (debits and credits) from each of your bank statements 1099 Preparation & Reporting • What it includes:  Preparing and sending annual Form 1099-Misc to each of your eligible vendors  Preparing and filing annual Form 1096 with the Department of the Treasury (IRS) • How it works:  You send us your eligible 1099 vendor information  I prepare and send Form 1099-Misc to each vendor by January 31st  I prepare and file Form 1096 with the IRS by January 31st • What it costs:  $70 processing fee + $8 per 1099-Misc Payroll Processing & Reporting • What it includes:  Paying your employees  Processing your payroll tax deposits  Preparing and filing your payroll tax forms (Forms 940, 941, W-2s, W-3, etc.) • How it works:  You send us your payroll data (employee’s time, pay rates, commission, etc.)  I pay your employees via check or direct deposit  I process your payroll tax deposits and file your payroll tax forms • What it costs:  $48/month for less than 5 employees  + $8/employee/W-2 at year end

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